Do your clients pay too much in taxes?Are the spouse and children involved in your client's planning?Are you worried you'll lose your client's next generation?Are these things happening right now?Your client passes away and the spouse/children move their business elsewhere.Your client review meetings involve only one of the spouses.Your clients are surprised when their accountant advises them that their investments are not tax efficient.Would you like your estate planning to be equal or fair, because equal does not necessarily mean fair?Would you like to retain your clients forever?If so, I can help.The art of communication has changed. Top notch talent is only as far away as the iPad on your lap or the monitor on your desk. Location is no longer geographic, it is economic. Neighborhood is financial. It’s measured in dollars and family, not miles. If you need a consultant, you choose the best based upon ability, not a map. I understand this because my clients are HNW/UHNW and live in this 1% international neighborhood. Their concern is not what their neighbors are doing, but what their 1% peers are doing. We help you grow AUM by preventing asset “leakage” due to estate taxation. Your value will be measured in asset retention, not just ROR. So, the vast majority of your client’s wealth transfers to their heirs, not to the government.Tax efficiency and proper investment go hand in hand. Assets that earn a great return lose their luster if they end up in the hands of creditors, ex-spouses or tax collectors.I have decades of experience in complex estate and insurance planning. My relationships have survived Republican and Democrat administrations and houses of Congress and changing insurance laws and regulations.I am a tax attorney, but do not and will not practice law for clients. I am a consultant. To maintain my edge, skills, and education, I am an active member of the Yale Insurance Study Group, the NY Tax Study Group, the Taxation Committee for the NY State Bar Association and the Estate Planning Council of New York City.The last piece of the plan is a well-structured life insurance portfolio that avoids unnecessary taxation. No fire sales! Said another way, it permits “sticky” AUM. After all, if you do not retain the client, you cannot help the client, his/her spouse or their children.If this intrigues you, please contact me to discuss what working with me might mean for you and your clients.Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC